EuniceGrote
EuniceGrote
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05-17 18:51

NVDA have much less success muscling AMD out in that space

$Advanced Micro Devices(AMD)$ it's a mistake to equate discrete GPU gaming with the AI accelerator market, it's not the same at all. In addition, Nvidia $NVIDIA Corp(NVDA)$ + Intel $Intel(INTC)$ were able to muscle out AMD from OEM sales, however DC is in another universe, they will have much less success muscling AMD out in that space.Intel has lost a lot of credibility in the DC already, and lacks adquate GPU tech. AMD has been gaining market share in DC over Intel as a result, this is in contrast to the OEM market where Intel can still keep AMD out, although for how much longer is in question. Nvidia's CUDA won't be enough to keep AMD
NVDA have much less success muscling AMD out in that space
$XIAOMI-W(01810)$ Lei Jun is exceptionally focused and diligent in his work. Xiaomi products offer extreme value for money. Within just a few years, they've reached the ranks of the global top 500 companies. Their products have low profit margins, making them unsuitable for short-term speculation but ideal for long-term investment
$GameStop(GME)$ Roaring Kitty and a few of his dishonest friends created some hype and a feeding frenzy followed. They sold, made millions, and are now on the beach in the Bahamas with an umbrella in their drink. They're laughing at all of you while you pace in circles trying to figure out how to get your money back. Most of you will sell to pay rent, car payments, food, etc. but in the meantime you will try to get others to buy shares of this junk stock. Good luck
$Palantir Technologies Inc.(PLTR)$ PLTR is going to take off like a rocket, and longs are going to be handsomely rewarded, this stock is NOT a stock to be day traded, it is to held long term. Palantir achieves Rule of 40. This means that it is very well set to increase both revenue and profit. Most companies do not achieve this rule. Palantir headed for $50 to $100 this year. More clients joining every day.
$Alibaba(BABA)$ ΤoDAY is the party.... Fasten your seat belts the moon will come earlier to all of us....Target price 140-160 this yearGreat company with huge cash, Clearly undervalued stock and manipulated stock....China will start selling the first batch of its 1 trillion yuan ($138 billion) of ultra-long special sovereign bonds this week, as officials ramp up efforts to support the world’s No. 2 economy. Could this be the long awaited stimulus the Chinese economy has been waiting for? It's definitely a step in the right direction
$Amazon.com(AMZN)$ A good time to add for anyone going long. Price targets are educated guesses, $281 in FY2026 is 48 percent up from where we are now. My own projection is more conservative at just under 20 percent a year -- over the next two to three years at least. If that rate of growth sustains, the result on current investment is a double in five years. That's a lot of pizza.
$Roblox Corporation(RBLX)$ I been trading this since ipo at $65 sold 115 and bought in and out so many times..in out..and so on!! But every time this goes 29,30 for some reason Cathie buys at this levels and pump right up?? Always wanted to see 24,22,20….???
$ARM Holdings Ltd(ARM)$ ARM is a special company with many talented engineers working for them. Since 1990 this company provided huge service to the semiconductor industry, as well as being the Pioneers of semiconductors in UK. They gained huge respect from many high class tech companies and supported them in their journey to become successful with their design. Jensen is a smart cookie, he noticed the value and how special ARM is. I hope the some of our friends across the pond will notice this soon enough this company seriously is special, seriously talented and innovative & professional. They will go on being even better in future years. Hopefully on the way we all will make a-lot of money together.
$Alphabet(GOOG)$ unreal!! Employee moral is down?? They are not getting free lunches and massages and all the BS perks and being told to work in the office and that's causing the moral to go down ? Wow!!! What's wrong with this people ? Pathetic nerds!
$Marathon Digital Holdings Inc(MARA)$ Could go either way. BTC moving sideways will continue for a while before it's next leg up. This has a rather neutral effect on MARA. I see the next few quarters for MARA being very good as capex build out benefits are realized.
$PDD Holdings Inc(PDD)$ Temu's recent move into bigger ticket items already warehoused in the US, and the growth impact the change will have on top and bottom line. PDD's history in China is to create strong, mutually beneficial relationships with it's suppliers. Time will tell, but for now their future shines bright.
$Tesla Motors(TSLA)$ price drops, inventory overload, cutting charging station network, CyberTruck is junk, Elon Moscow doing fake pumps to try get his 50 billion pay out before this crashes. This is due a major dump. let's be clear, Buffett wants nothing to do with Tesla. Stop it, please. Just ridiculous , he wouldn't even think of touching it unless it were 90% off these levels.
$JD.com(JD)$ JD.com has an advantage over Alibaba $Alibaba(BABA)$ that it is a streamlined company not an unwieldy conglomerate.Regarding logistics, JD logistics HKG 2618 surprised in a big way on the upside. I own not only JD but also DADA, I think DADA has a tremendous upside, having fallen that much, but I do not see anything that threatens DADA's long term viability. Regarding irregularities, there was nothing that inflated the results, it was just a order entry that should not be there, and a new CFO was appointed to make everything cleaner, so I do not see that as a issue. DADA is in the same line of business as JD logistics, and given great results of JD logistics I see it w
$Snap Inc(SNAP)$ Decent earnings and the commentary on the call was good for once. The street didn’t sell it off like they usually do, this reminds me a lot of HOOD $Robinhood(HOOD)$ before it broke out. Set to open in the shaded circle, should get to $15.30 with ease but I think this can hit $17-$18+.
$Microsoft(MSFT)$ META $Meta Platforms, Inc.(META)$ and MSFT are totally different. I’m really not expecting MSFT to pull a META today. HOWEVER, I know how fickle people can be, and I know how much they can overreact. If MSFT does pull a META today, I’ll free up some cash somehow and BUY.
$Riot Platforms(RIOT)$ riot you have to dilute in the future but don't even think about diluting until you reach your quoted exahash. consider how much time it will take to build all the rest of the mining equipment and you can consider diluting at that point. maximize your dilution when share price is high like mara did. you guys were diluting when the share price was low which was a huge mistake and management did a terrible job strategizing that
$CleanSpark, Inc.(CLSK)$ If $CLSK and $MARA $Marathon Digital Holdings Inc(MARA)$ start a movement today, I think I will make my name among the legends I gave the day, I gave the dip price I got CLSK from the deepest bottom. we buyyyy it up, ( I ran out of monies tho lol) now we riiiiide!

BABA is super cheap now

$Alibaba(BABA)$ I'm not going to lie here. I'm surprised that the price of BABA keeps going lower.It's already a no-brainer for me now at $69 and I'm adding to my long-term hold position, but if it retest$60 , it will be an even more screaming buy for me as it will retest the absolute bottom again.BABA is a very profitable company with a strong fundamentals and not buying at these prices is a crime. DCAing into BABA stock is my strategy for the next weeks.All fib levels that are shown on the chart may be acting as a resistance but my final long-term target is $256 .
BABA is super cheap now
$Trump Media & Technology(DJT)$ Hey Magas. We aren't all soy milk drinking milk toasts. We see through the deceiver that you call a savior. I read news reported from around the world, They have no skin in the game and also call out the lies of DJT.If you think that you get the truth from "truth central" do you and your family a favor and take ten minutes of your life to verify things he says. I have and he does not deserve to be our president.
$Advanced Micro Devices(AMD)$ AMD innovative great company with excellent CEO but unfortunately multiple US defeats to China (5g, solar, EV) led to a policy that motivated China chip independence and now amd, Intel $英特尔(INTC)$ qcom $高通(QCOM)$ profits looking bleak. Sanctions failed!

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